iShares S&P 100 ETF

Shareclass
iShares S&P 100 ETF (OEF)
Type
Exchange-traded fund
Prison industrial complex grade: One or more holdings were flagged as higher risk by our prison industrial complex screen, making up between 1% and 2% of the portfolio. Assigned a grade of D.
D
$3.88 BILLION
Prison industrial complex
21
flagged holdings
32%
of assets flagged
Data as of 31 May 2024
Flagged investments:
$3.88 BILLION, 32% of assets
Higher risk:
$124.92 MILLION, 1.02% of assets
 Private prison operators:
$0, 0% of assets
For each prison industrial complex category, click to see the breakdown of flagged holdings.
Prison industry
Prison industry
Incarceration and detention facilities, services in facilities, supervision and monitoring
10
holdings
$2.6B
invested
21%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
15
holdings
$3.19B
invested
26%
of portfolio
All flagged holdings
21 holdings
21 holdings
  • 1.  Microsoft Corp
    Prison industryBorder industry
    $1.23B
    10%
  • 2.  Amazon.com Inc
    Prison industryBorder industry
    $644.99M
    5.27%
  • 3.  Alphabet Inc Class A
    Border industry
    $406.53M
    3.32%
  • 4.  Alphabet Inc Class C
    Border industry
    $343.24M
    2.8%
  • 5.  Berkshire Hathaway Inc Class B
    Prison industry
    $301.52M
    2.46%
Higher risk
Private prison operator
See all
iShares S&P 100 ETF $OEF is 32% ($3.88 BILLION) invested in companies with prison involvement
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Financial performance
Performance data provided byMorningstarFind more financial data on OEF at Morningstar.com
Current fund
OEF
iShares S&P 100 ETF
Family
BlackRock/iShares
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
0.75% more in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.26% less invested
Less invested in higher risk companies, border industry 
0.31% less invested
Less invested in higher risk companies 
0.31% less invested
More invested in all screened prison industry companies 
5.73% more invested
More invested in all screened border industry companies 
7.42% more invested
More invested in all screened companies 
8.54% more invested
Current fund
OEF
iShares S&P 100 ETF
Family
BlackRock/iShares
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
0.75% more in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.26% less invested
Less invested in higher risk companies, border industry 
0.31% less invested
Less invested in higher risk companies 
0.31% less invested
More invested in all screened prison industry companies 
5.73% more invested
More invested in all screened border industry companies 
7.42% more invested
More invested in all screened companies 
8.54% more invested
Current fund
OEF
iShares S&P 100 ETF
Family
BlackRock/iShares
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
0.75% more in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.26% less invested
Less invested in higher risk companies, border industry 
0.31% less invested
Less invested in higher risk companies 
0.31% less invested
More invested in all screened prison industry companies 
5.73% more invested
More invested in all screened border industry companies 
7.42% more invested
More invested in all screened companies 
8.54% more invested
Month-end trailing returns  
Annualized returns
Flagged investments
1-yr
3-yr
5-yr
10-yr
Private prison operators
This fund
OEF - iShares S&P 100 ETF
30%
11%
17%
13%
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
28%
9.54%
16%
13%
0% 
Fund compared to benchmark
 
2.32%
1.72%
1.61%
0.75%
Same
Find more financial data on OEF at Morningstar.com
What's next?
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Action toolkit
Ask your employer about adding prison industrial complex-free options to your retirement plan
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